Green Owl Intrinsic Value Fund (GOWLX) Research
This fund primarily invests in the ownership shares of businesses, spanning both American and international markets. Kovitz Investment Group Partners, LLC, acting as the investment adviser, seeks out companies whose stock prices they believe are currently trading for less than their true worth. The adviser employs a rigorous method for selecting these investments, characterized by two key principles: approaching each potential investment with the long-term perspective of a business owner, and strictly adhering to a "margin of safety" to ensure that shares are purchased at a significant discount to their estimated intrinsic value.
Market snapshot
- Symbol
- GOWLX
- Price
- $16.09
- Day change
- -0.49%
- Market cap
- $80.3M
- 52-week range
- 16.07-18.58
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Delaware Enhanced Global Dividend and Income Fund (DEX)
- Dana Large Cap Equity Fund (DLCEX)
- Eaton Vance Tax-Managed Buy-Write Strategy Fund (EXD)
- Fiduciary/Claymore Energy Infrastructure Fund (FMO)
- The GDL Fund (GDL)
- Nuveen Corporate Income 2023 Target Term Fund (JHAA)
- BNY Mellon Focused Equity Opportunities Fund (MFOMX)
- Victory Integrity Discovery Fund (MMEYX)
Open Green Owl Intrinsic Value Fund (GOWLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.